Client Relationship, Senior Executive/Manager - Employee Benefits
1 month ago
Job Description
You will be part of the Client Relationship team, providing both Sales and Administration support including but not limited to the fol.....
Job Description
You will be part of the Client Relationship team, providing both Sales and Administration support including but not limited to the following responsibilities:
- Manage a portfolio of Direct Corporate Clients OR Insurers Clients
- Key accountability is client retention and upselling /business growth
- Job Responsibilities includes:
- Receive and respond to Client/Insurers/Brokers enquiries
- Attend meetings (face to facec/e-meet) with clients OR insurer/broker depending on the channel
- Lead regular (quarterly /monthly / weekly) meetings with key clients or insurer & brokers
- Handle renewal RFPs /tenders for accounts being managed
- Conduct communication sessions and sales pitches to existing and prospective clients
- Lead CRM monthly meeting including sending out series of invite, sending the collated SLA decks (claims, contact centre, panel utilisation) to the insurers, as well as minutes of meeting and to facilitate the meeting.
- Coordinate with internal stakeholders to troubleshoot issues, resolution and perform service recovery where required.
- Contract for new/renewals business and services setup, and upsell of services
- Drive sales, develop pipeline, create opportunities & regular account review
- Develop new business from existing clients by cross-selling other range of our service offerings
- Build strong relationships with existing client and actively identify upsell and referral opportunities within our existing customer base
- Preparation of documentations, health screening packages quotations, service agreements
- Assist with audit requirements and due diligence by Clients/Insurers with our internal stakeholders
- Coordinate with Wellness Team for onsite health services arrangements
- Liaise with MHC Medical Centre team on health services administrative setup and troubleshooting of issues
- Data entry and maintenance of corporate client/ insurer database
- Preparation of monthly/ ad-hoc Client/Insurer reporting requirements
- Support the department in administrative duties such as document sorting and filing
- Assist with Client/Insurers follow-ups on accounts receivables where required.
- Undertake any ad-hoc tasks where required.
Job Qualifications
- Minimum Diploma in Marketing, Sales or a related field
- Experienced working in Life Insurance or General Insurance
- Experience in Employee Benefits / Corporate Solutions is required
- Experience in serving insurer will be an added advantage
- At least 5- 8 years of relevant experience or working experience
- Ability to meet tight deadlines and extensive cross-functional collaboration
- Excellent written and verbal communication skills
- Ability to handle conflict effectively with excellent interpersonal skills
- Flexible and positive with all business needs change
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